> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/lead-activity.md).

# Lead Activity

## Create **a Follow-Up** for a Lead

You can add follow-up for that you created lead.

To add follow up

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](/files/VzM7k5wEUCfsEdv9SxHL) for the record to which you would like to add follow-up and click the **Follow-Up** button

![](/files/hG1HFoUIEPSEyuvBCevC)

Enter the details on the follow-up page and **save** the form

![](/files/phF13JHYGsuNfkU2c4te)

## Create a Meeting for a Lead

You can add a **Meeting** for that you created lead.

To add Meeting

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](/files/wKljtv9cKUI7BFGeeDCS) for the record to which you would like to add a meeting and click the **Meeting** button

![](/files/TBCMBqqjnMXYFOrXzQ8M)

Enter the details on the meeting page and **save** the form

![](/files/aSiykZwXV9ANV7IqreX6)

## Create a **Call Log** for a Lead

You can add a **Call Log** for that you created a lead.

To add a Call Log

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](/files/p5BCUFYcLdzFcIJEqLH2) for the record to which you would like to add a call log and click the **call log** button

![](/files/axUtohurwIkfkxKrYfoD)

Enter the details in the call log page and **save** form

<figure><img src="/files/AeZZJ5cARAwdzJ4molwJ" alt=""><figcaption></figcaption></figure>

## Create a Task for a Lead

You can add a **Task** for that you created lead.

To add task

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](/files/bVkDsMGCi4CVopOBIUUi) for the record to which you would like to add a task and click the **Task** button

![](/files/kQyEv2ndOIV7jczHBuEd)

Enter the details on the task page and **save** the form

![](/files/YeKCqdx9ZRgA4IHetkMy)

## Convert Lead

You can convert the lead into an opportunity

To convert lead

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](/files/zfNgt54BSEcXyTq5qlpQ) for the record that you would like to convert and click the **convert** button

![](/files/24e4R3SwNWh7B6uTpGYD)

You need to select **pipeline**, **stage** and **move this lead to the stage**. where you want to move in opportunity and click on the **save** button

![](/files/auRq2yD01BLsVpdbgIfb)